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PY26 WHEAP Manual
135 Revised: August 2025 5. Distributing posters, flyers, or other informational material regarding HE+ Programs to potentially eligible persons 6. Providing information on eligibility criteria, application sites, etc. to local media 7. Producing and mailing information to potentially eligible persons, ensuring that the WI DOA, HE+ Program is referenced on any published material 8. Coordinating with other local program offices serving persons in targeted low-income groups, including arranging for WHEAP information and/or application intake to be provided in conjunction with other programs 9. Preparing and disseminating early applications and the costs associated with that preparation and dissemination, including intake, and entry into the HE+ System, of early applications
9.3.5 Disallowed Costs Disallowed costs are expenses, as determined by the Division, which are not reimbursable using WHEAP contract funds. If the Division cannot determine if an expense is allowable because of inadequate records or documentation, the cost may be disallowed. Agencies shall reimburse the Division for any disallowed cost.
9.3.6 Performance Measurement The Division expects each WHEAP agency to administer WHEAP in a timely and professional manner. The following performance measures will be annually expected of the agency: 1. Agency shall maintain or increase the current WHEAP paid caseload compared to prior year’s caseload* 2. Agency shall meet the contract spending requirements as outlined in Section 9.2.7.1 3. Agency shall conduct general and HE+ Program Services quality assurance reviews as outlined in Chapter 6 4. Agency shall coordinate outreach/intake activities with other local organizations 5. Agency shall develop and coordinate outreach efforts and referral activities with their Weatherization agency
*Documentation of conducted outreach activities, marketing efforts, agency plans, and local intake methods shall be made available upon request.
9.4 Financial Standards Each WHEAP agency is held to certain financial standards and is required to maintain financial records in accordance with the guidance in this section. WHEAP agencies are subgrantees of Federal Block Grant funds and grantees of State of Wisconsin PB funds and are accountable for expenditures of the funds allocated to them.
9.4.1 General Agencies shall establish and maintain fiscal control and accounting procedures as set forth in Wisconsin Statutes §46.036(4). These procedures shall be in writing and consistently applied.